Professional with strong background in accounts and sales, equipped to drive client engagement and revenue growth. Valued for effective team collaboration and adaptability to changing needs. Possesses skills in financial analysis, client relationship management, and strategic sales planning. Known for reliability and delivering results consistently.
Overview
16
16
years of professional experience
Work History
Business Development Coordinator
Careington International
Frisco, TX
12.2022 - Current
Sold in the health and wellness space (Dental, Vision, and Telehealth)- over 150 products
Worked with small/large employer clients, brokers in the captive and TPA space, associations, and non profit
Boosted revenue by 50% bringing in and cementing relationships with new clients and optimizing servicing of existing customer accounts.
Planned marketing initiatives and leveraged referral networks to promote business development.
Executed calling campaigns targeting direct end-user prospective accounts.
Developed business pipeline using cold and warm techniques through ZoomInfo and HubSpot
Travel to conferences to speak about our health and wellness products
Communicated with local organizations to build networks and develop leads.
Created customized presentations tailored to specific client needs, showcasing the company''s expertise in their industry verticals.
Maintained extensive knowledge of company products and services to provide top-notch expertise to customers.
Created healthcare video content for social media and conferences
Sales Manager
Loandepot
Remote
12.2016 - 09.2022
Increased sales revenue by developing and implementing effective sales strategies
Managed a diverse portfolio of accounts, ensuring each client received personalized attention tailored to their unique needs.
Achieved high customer retention rate through exceptional relationship management and personalized service.
Collaborated with real estate agents to establish referral networks, fostering mutually beneficial partnerships.
Assisted clients in navigating complex mortgage documentation, ensuring a smooth application experience from start to finish.
Evaluated pay stubs, credit history, tax information and bank statements for financial status.
Managed a diverse pipeline of mortgage applications, prioritizing tasks effectively to meet deadlines consistently.
Streamlined internal processes by implementing digital tools, enhancing overall efficiency within the department.
Developed new business and increased sales through targeted market penetration, extensive training, business partnerships and customer relationships.
VP of Sales/Operations
RC Pro Painting
Little Elm, United States
06.2015 - 10.2021
Streamlined sales processes for increased efficiency, reducing costs, and improving productivity among team members.
Conducted regular account reviews to assess progress and strategize future growth opportunities for clients.
Developed comprehensive sales plans to capture new markets and improve overall company growth.
Maximized profitability by monitoring financial metrics closely and adjusting strategies accordingly based on real-time results analysis.
Built relationships with customers and community to establish long-term business growth.
Achieved sales goals and service targets by cultivating and securing new customer relationships.
Organized promotional events and interacted with community to increase sales volume.
Loan Officer Assistant Lead
Supreme Lending
Addison, TX
11.2011 - 09.2013
Supported loan processing by compiling applicant documentation such as credit reports, employment verifications and financial history paperwork
Worked with Loan Officer to create application profile in system and review key information at various stages within process
Cultivated productive relationships with clients, realtors and title/escrow officers to increase profits and expand customer base
Monitored key dates to obtain information by deadlines
Managed event planning and execution for learning lunches and other business-centered gatherings
Coordinated with realtors and title companies to identify discrepancies and update different teams on processing progress
Maintained referral pipeline by reaching out regularly to real estate agents, referral partners and past clients
Scheduled meetings and appointments and maintained well-organized master calendar
Set up 25 daily files using loan officer checklist and submitted on-time for processing
Administrative/Marketing Manager
3:20 Designs
Lewisville, TX
11.2008 - 10.2011
Established workflow processes, monitored daily productivity and implemented modifications to improve overall performance of personnel
Assigned tasks and directed team of office staff
Created company brand messaging, collateral materials, customer events, promotional strategies and product commercialization.
Screened calls and emails and initiated actions to respond or direct messages for managers
Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
Answered high volume of phone calls and email inquiries.
Handled incoming and outgoing mail, email and faxes.
Communicated company objectives to various teams to meet deadlines and adhere to company budgets
Updated reports, managed accounts and generated reports for company database
Education
High School Diploma -
Coppell High School
Medical Assistant Certificate - Medical
Eagle Gate College
Skills
Worked efficiently in Microsoft Office, Hubspot, Salesforce, ZoomInfo, TEAMS